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🎥 Importing equipment from a spreadsheet
🎥 Importing equipment from a spreadsheet

How to import assets from a CSV file into your Cheqroom account

Vincent avatar
Written by Vincent
Updated over a week ago

In Cheqroom, you can upload all of your equipment in one go by using our importing feature. 

➡️ If you already have a spreadsheet ready, make sure to update it correctly (if necessary) by following these steps.

➡️ If you don't have any spreadsheet yet, don't worry: we have a pre-formatted CSV template ready for you to get started!

Importing items from CSV

  • Go to Items

  • Click the Import button in the top right corner:

  • Upload your CSV file:

  • Indicate if your spreadsheet has labels as the first row

  • Map the columns you want to import or ignore them

  • Preview some rows by clicking next and previous

  • Click Next

  • Fix any import errors and check warnings

  • Click Start import

  • You'll get a confirmation email when the importing is done

Which fields can I import?

When importing Items from a spreadsheet, you can import the following fields.

  • Name (required at least 3 characters)

  • Brand

  • Model

  • Purchase price

  • Purchase date (formatted like 09/23/2016 )

  • Barcode (between 4 and 24 alphanumeric characters)

  • Category (split multiple levels like Recording equipment/Microphones )

  • Flag (at least 2 characters)

  • Kit name  (at least 3 characters)

  • Custom fields you've set up

Importing and updating existing items via CSV

You can also import a CSV file that was generated by Cheqroom, back into the software. To update your existing items, make sure the Id field is mapped to the right column in Step 2.

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